Financial Advisor (Louisville: attorney, estate, yard)

[TeamZissou]

For the last couple of years my wife and I have been managing our own Roth IRA investments, 401ks, etc. We'll be arriving in Louisville at the end of the month and hope that it's our last stop for a long time.

Along those lines, one of the things we need to get situated long term is a good personal financial advisor. Does anyone on the board have someone that they go to or can recommend for a new Louisville resident?

[kingcopper]

I'd start with a small local bank...Stock Yards. They are strong and connected. Get a private banker there and ask for a good financial advisor. I'd recommend a local estate attorney but would rather not for personal reasons.